See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,701 | $202,318-62.1% | $172,739-55.6% | $152,861-49.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,413 | $5,856-41.7% | $5,143-33.6% | $4,762-28.3% |
| Participant deferral / active EE | $7,993 | $5,948+34.4% | $5,198+53.8% | $5,850+36.6% |
| Admin fee / account holder | $101 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |